In the Report menu or Report Centre, you will see a lot of available reports in QuickBooks, starting from Company & Financial reports down to List reports. Let’s generate a Balance Sheet Standard report from Company & Financial and see how to print, save, and e-mail it.
Printing Reports
To print is easily done by clicking the Print bar in the toolbar at the top of the report. You can print it to a paper or a file.
The Print Reports dialog box offers usual printing options like any other programs, which are self-explanatory. In the "Print to” pane, there is an option to print the report to a file: ASCII file, Comma Delimited file, or Tab Delimited file.
After you select to print your report to a file, press Print to open “Create Disc File” dialog box to offer you a file location of your choice.
You can also export your report to Excel as discussed in Exporting Reports.
Saving Reports as PDF file
One of my favourite tools is saving a report as PDF. To save your report as PDF, go to File menu > Save as PDF and you will be prompted with a “Save document as PDF” dialog box to select a location to save the file.
Emailing Reports
Emailing reports is also a breeze. Select the Email drop-down menu in the toolbar where you have two options: send report as Excel and send report as PDF. After your selection and depending how you set up Send Forms preferences, the report will be attached to your default e-mail.